Gloucester Finance Jobs

1 job found

Wealth Advisor - Danvers/Gloucester, MA

Citizens Danvers, MA

19d ago

$105k - $250k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

Apply Now

Job Description

Citizens is seeking a Wealth Advisor in Danvers, MA, to conduct in-depth client discoveries and tailor bespoke financial plans within a collaborative, branch-based environment. The role emphasizes proactive outreach, partnering with colleagues to uncover opportunities for clients and deliver a holistic suite of services across financial planning, investments, insurance, and estate planning.

Responsibilities

Develop a high quality wealth management practice and craft a personalized strategy for clients.
Strengthen and preserve relationships with key partners to boost client introductions and engagement.
Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities.
Grow existing relationships through referrals from partnerships.
Tailor wealth management planning to meet individual client needs.
Leverage knowledge from internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Active Series 7, 63, 65 (or 66) registrations.
A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting as a condition of employment.
Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Proven track record in new business development and client book management.
Experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfort operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Benefits

Competitive pay
Comprehensive medical, dental, and vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds mandatory requirements

Pay Transparency

Compensation is commission-based, with earnings historically ranging from $105,000 to $250,000 per year depending on performance and productivity against the commission plan parameters.
For an overview of benefits, visit https://jobs.citizensbank.com/benefits.
Citizens’ paid time off policy exceeds the mandatory paid sick or paid time away requirements across local and state jurisdictions.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: Monday through Friday, branch hours

View full job page →

Get Job Alerts

New jobs delivered to your inbox.